At your current firm, you may be short on marketing support to generate a healthy pipeline of new prospects. You may be mired in the muck because you don’t have the right operational support. And you may be wearing too many hats, which leaves little time to meet with clients and prospects. You still love the idea of independence but long for more support.
This firm maintains the highest standards, constantly striving to be the best of the best without sacrificing their integrity or core beliefs.
The key to independence isn’t running your business all on your own – but running it on your own terms. Freedom Wealth Alliance offers the flexibility, ownership, and control I want with the understanding that advisors own their book of business. To Live Well~Live Free is not just reserved for clients, it embodies the culture of the firm and its commitment to the advisor’s success.
In one word, “progressive” describes Freedom Wealth Alliance. This is my dream firm; a cohesive unit of advisors and support team driven by high ethical standards, and access to automated procedures to ensure I remain on top of my game in a way that gives me a good quality of life balance.
I really enjoy the team concept in coming in to the office and sharing ideas with people of all different specializations within our industry. Additionally, the independence of owning my own practice while enjoying the benefits of a larger structure means a lot to my own business development and life balance.
I challenge anyone to find a better environment to grow their business, the right way, without sacrificing their freedom or quality of life.